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— - 1 John Osterweis - 1 Goldman Sachs - 1 Management Offshoring - 1 Osterweis - 1
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☆ 3 reasons why US manufacturing is coming back— and how to invest in a reindustrializing economy
  + stars: | 2024-07-28 | by ( Christine Ji | ) www.businessinsider.com   time to read: +6 min
AdvertisementAccording to Osterweis, investors should expect increased cyclicality going forward. Now, with increased investment in AI and several initiatives to revitalize domestic manufacturing, Osterweis believes the US could see a return to shorter expansion periods. AdvertisementInvestors can buckle up for more frequent economic fluctuations by increasing their concentration in quality growth equities. Investing in quality growth businesses not only drives strong returns but also protects against the ups and downs of business cycles. Osterweis also sees AI as a sustainable trend and recommends investors continue holding semiconductor companies.
Persons: —, John Osterweis, Goldman Sachs, Management Offshoring, Osterweis Organizations: Service, Business, Capital Management, Osterweis, Infrastructure Investment, Jobs, Bank of America, Companies, Big Tech, Microsoft, Management, Nvidia, VanEck Semiconductor, Trust Nasdaq Semiconductor Locations: Rust, Mexico, China, East Asia, reindustrialization
☆ Silicon Valley will be hit if there's a hard landing, says Osterweis Capital Management's Cordisco
  + stars: | 2022-12-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSilicon Valley will be hit if there's a hard landing, says Osterweis Capital Management's CordiscoLarry Cordisco, Osterweis Capital Management co-CIO, joins 'Closing Bell: Overtime' to discuss the possibility of a turnaround in the tech sector next year.
☆ The 'total return era' of investing might be over, the credit chief for a $6 billion firm told us. Here's what he's buying to lock in solid returns that will hold up in a recession.
  + stars: | 2022-11-16 | by ( Marley Jay | ) www.businessinsider.com   time to read: +5 min
He says the 'total return era' of high, stable returns across asset classes might be gone for good. Reddy explained his ideas about what to buy to get solid returns at smart levels of risk. But buying everything only works if all of those structural factors are sending demand and asset prices steadily higher, Reddy said. Younger workers tend to spend more and save less, which means greater demand and more inflation pressure, Reddy said. "If you have a higher inflation environment, you need to take some kind of risk."
☆ Google Cloud has earnings power and is the key to unlock stock value, says Osterweis's Larry Cordisco
  + stars: | 2022-10-25 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoogle Cloud has earnings power and is the key to unlock stock value, says Osterweis's Larry CordiscoLarry Cordisco, Osterweis Capital Management, joins 'Closing Bell: Overtime' to discuss earnings for Google and Microsoft say about the companies and Big Tech overall.
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